Mac sales have gone under a 39% increase in April 2010, Gene Munster reports basing on the NPD data.
“April NPD data gives us the first sign of the degree to which the iPad cannibalizes iPod or Mac sales,” he writes. “From the early NPD data, it appears that the iPad has a minimal cannibalization impact on Mac sales, and could be slightly cannibalizing iPod sales. Given the [average selling price] (4x) and margin profile of the iPad, we see this as a net positive for Apple’s business.”
As All Things Digital reports though, the iPad won’t really cannibalize the sales of Macs:
“We believe in the long run Mac cannibalization will exist, but will be minimal. Apple has successfully limited the iPad functionality to primarily content consumption, vs. content creation on a Mac. And relative to the iPod, the physical size of an iPad provides a meaningfully different value proposition (portability vs. screen size).”
See the NPD data image below:
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Federico is the founder and Editor-in-Chief of MacStories, where he writes about Apple with a focus on apps, developers, iPad, and iOS productivity. He founded MacStories in April 2009 and has been writing about Apple since. Federico is also the co-host of AppStories, a weekly podcast exploring the world of apps, and Dialog, a show where creativity meets technology.
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